You're starting a new business. What cloud-based customer relationship management tools should you use?

Before committing to a cloud-based CRM tool, first outline your business objectives and what is within your capabilities. Clearly define your aims with your customer relationships. Your goals shape your CRM needs affect which your should chose. Each cloud-based CRM tool offers distinct features tailored to specific functions. Align your business goals with the tool's capabilities to ensure it effectively supports your company's unique objectives.

The goal at the beginning is to be the most effective with the least cost. Buy into a list of your perceived most valuable verticals, off-gas your initial marketing QLs into Excel. Be scrappy⭐🤣, you're a pre-seed startup! Stave off signing off on a CRM until you needed it yesterday, and only so you can prove your worth at the table with your first major investor group.

What do you want from customer relationships? More leads, better conversions, customer retention, or selling more? Different CRM tools focus on various things, like lead generation or customer service, so choose one that fits your goals.

When choosing a cloud-based CRM tool, it's crucial to align its cost with your budget and business growth. Assess various options based on pricing, features, storage, integrations, and support. Some tools offer affordable plans for startups, while others have pricier options with advanced features. Consider scalability – how easily can you adjust the tool as your business evolves? Factor in maintenance and upgrade costs. Ensure the chosen CRM not only fits your current financial capacity but also provides flexibility for future adjustments. Your will without a doubt have periods where you have to upgrade or downgrade your CRM. Strike a balance between cost-effectiveness and meeting your growing business needs.

Also, think about your budget and scalability. How much can you spend on a cloud CRM tool? Consider the cost of maintenance and upgrades as your business grows. Compare the pricing and plans of different tools, looking at features, storage, integrations, and support. Some have affordable plans for startups, while others are pricier with advanced features. Check how easy it is to scale your CRM tool based on your business needs.

Consider how user-friendly and customizable the cloud CRM tool is. Check its integration with your existing tools and platforms. Assess its reliability and security. Test different options to see how they align with your workflow. Gather feedback from your team and customers to gauge their experience with the CRM tool. Some tools prioritize user-friendliness, while others offer more complex features.

After much experimentation with CRMs and systems, the go-tos for a lot of startups tend to be Hubspot on the CRM side, and Clickup on the project management side. There are dozens of others, and companies should test what works best for them before committing to a system.

If your startup is focussed on inbound sales a lot, hubspot is the right choice as the support for content marketing, remarketing etc are very advanced and optimised for that. However, if your startup is focussed on outbound sales a lot, then you need to look at a CRM like ZohoCRM or Leadsquared to give you that edge. These are more optimised for SDRs and analytics around their performance.

Hubspot tem programas de desconto para startups, mas depois de algum tempo fica muito cara para os brasileiros, pois em dólar. Pipedrive é um excelente opção e bem mais em conta. Lembrar também que relacionamento com cliente inclui o pos venda, para essa etapa o indicado é o intercom.

🟫Best CRM Tools for Customer Retention in my experience:👇 🔴HubSpot CRM: Free and user-friendly. 🔴Salesforce: Powerful, customizable CRM. 🔴Zoho CRM: Affordable with automation. 🔴Pipedrive: Intuitive, visual for sales. 🔴Insightly: Simple CRM with project management. 🔴Agile CRM: All-in-one with marketing automation. 🔴Freshsales: Intuitive CRM with AI insights. 🔴Nimble: Social CRM with contact management. 🔴Keap: Automation-focused CRM for small businesses. 🔴Copper: CRM for Google Workspace users. 💡Choose these tools based on your business size and needs for effective customer retention.